What to Watch in Commodities in 2H

The video discusses the factors affecting gold prices, highlighting the impact of US real yields, the US dollar, and safe haven demand. It forecasts gold prices to peak at $1500 an ounce due to expected Fed rate cuts, but notes risks if the US economy performs better than anticipated. The video also analyzes the oil market, emphasizing that demand concerns are overplayed and highlighting supply risks from OPEC cuts, Iran tensions, and Libya's conflict.

What is the relationship between US real yields and gold prices?

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What factors contributed to the peak in gold prices last month?

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What are the potential risks that could affect gold prices in the future?

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How do planned and unplanned supply disruptions impact the oil market?

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What geopolitical tensions are mentioned as risks to oil supply?

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